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  • Solved
    JRW on September 15, 2021
    0 upvotes
    2 Replies
    I'm trying to create a report on our lead activity prior to a customer entering our deal pipeline. For a given company I would like to display a count of the number of contacts in each lifecycle stage.
    JRW
    Member
    September 17, 2021 13:51
    Thanks Karsten!
  • JLMarcoux on September 15, 2021
    0 upvotes
    1 Replies
    We are rebuilding our CRM from scratch with new properties, Deals stages etc. We are based in Canada and provide Security services for hospitals, construction sites and basically any venue that may require security agents to verify vaccine passports...
    Participant | Partner
    September 15, 2021 13:36
    I don't think this is possible with standard deals. You need to create a custom object to vizualize this.
  • KTaylor1 on September 10, 2021
    1 upvotes
    1 Replies
    Hi, is there any way to report on the queue feature in tasks?
    Community Manager
    September 13, 2021 01:41
    Hi @KTaylor1 Thank you for reaching out. This is not possible at this stage within HubSpot, I'd recommend upvoting this Idea in ou...
  • JennaWB on September 09, 2021
    0 upvotes
    2 Replies
    Hi - I am working on creating a report that shows the deal source (a new property I created) broken down by the companies that are our prospects. The report is a custom report using both deals and companies. I am running into an issue with man...
    Member
    September 10, 2021 15:52
    Thanks @PamCotton ! All deals were associated with contacts and companies. I just went in to look and it looks like the issue has resolved itself. ...
  • danbarahona on September 08, 2021
    0 upvotes
    3 Replies
    Hi HubSpot community, I'm looking to track, weekly, how many deals are progressing through the funnel. So for example, it would tell me 5 deals moved from Discovery to Qualification last week. I can sort of get there using the "Date Entered Qual...
    Key Advisor | Elite Partner
    September 09, 2021 13:55
    Generally, I'd say you shouldn't have Deals moving backwards in your funnel, especially to Qualification. Without having more context into your busin...
  • VirginiaB1 on September 07, 2021
    1 upvotes
    1 Replies
    When I create a Deal View "Save View" Then export the view "Export View" XLSX format or CSV And select "Only Properties in the View" The columns do not export in the order of the "Saved View" that we are exporting This truly defeats the purp...
    Community Manager
    September 08, 2021 14:04
    Hello @VirginiaB1 are you able to edit these columns once exported? One thing to note is that for default measures such as count of contacts or co...
  • LWhiley on September 02, 2021
    0 upvotes
    1 Replies
    Hello, Is it possible to create a report that shows what a client has contracted for (sales YTD) and what they are forecasted to contract for (Forecast)? Basically I want to be able to pull a report that shows total revenue by month for a particul...
    Community Manager
    September 03, 2021 08:50
    Hello @LWhiley , Happy Friday! I would like to add some top experts @Bryantworks , @AM8 @MAC-MCB , any suggestions to @LWhiley matter! ...
  • Solved
    TPeddle on July 28, 2021
    0 upvotes
    5 Replies
    Hi everyone, Need some support. Currently I have a form submission workflow in place that is creating deals for my sales team. As the the team go through their sales process that deal stage is being changed however it is not syncing in the co...
    Most Valuable Member
    July 28, 2021 09:21
    Happy to help, @TPeddle ! You can help others find this information more easily by marking my post as a solution . I'd appreciate it!
  • Solved
    PKropp on July 19, 2021
    0 upvotes
    2 Replies
    Hi! I'm looking for ideas and insights on how to create a report that lets me see how many unique companies the sales team has contacted in a given period of time(last month, last quarter, etc.). And, if possible, another report that shows the n...
    Top Contributor | Diamond Partner
    July 19, 2021 05:02
    Hi @PKropp , For the first report you can use 'last contacted' property for your report. Create a custom report for single object Companies. U...
  • Solved
    EPiCRob on July 15, 2021
    0 upvotes
    2 Replies
    Hi there, I really love the Time In Stage report. However, I want to leverage that information and build targets for the team to reduce the time in a stage. Once I go down that path, I want to know can I work out what % of deals are within that sta...
    Top Contributor | Diamond Partner
    July 15, 2021 21:30
    Hi @EPiCRob , Many users have asked for the same report here in community. You can achieve this by using workflows. Refer this solution here: Solv...
  • Solved
    MikevanBerkel on July 14, 2021
    0 upvotes
    2 Replies
    Hi, I was wondering if there is an option to change the default view of the Sales Dashboard when the dashboard is displayed as deal cards? I'm aware that it is possible to select a default view of the Sales Dashboard when all deals are disp...
    Participant
    July 14, 2021 05:53
    Hi Karsten, Thanks! I would be great if such an option could be implemented in the future. That would be very helpful! For now I will work with...
  • Solved
    PPopal on July 05, 2021
    0 upvotes
    3 Replies
    Hello Community, I have a simple deal stage report - clicking on the different deal stage i can see all the deal names (report details). My question: how can i add some new fields to thies report details (at this moment i can only see the pipeli...
    Member
    July 08, 2021 06:44
    Many thanks for your help! Peter
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